Financial Planning Administrator
Plymouth, office based
Salary £22,000 - £26,000 p.a. DoE
We are delighted to be working with this firm of Independent Financial Advisers (IFAs), who are professionals who offer impartial advice on financial matters that are tailored to meet their clients' needs and objectives. They will recommend suitable financial products and assist with financial planning after conducting a detailed review of clients' financial position, circumstances and attitude towards investment risk.
Role Overview
To carry out admin support responsibilities for the firms Independent Financial Advisers including but not limited to diary management, client communication, business processing and ongoing client servicing.
Role Responsibilities include:
- Preparing new business and client review packs for client meetings
- Assisting with the production of accurate client portfolio valuations statements
- Obtaining literature and forms from providers and pre-completing basic client details
- Obtaining Anti-Money Laundering Requirements and conducting electronic checks for new and existing clients
- Highlighting and assisting in the client review process
- To deal with policy queries
- Use back office system to schedule follow up tasks relating to business submissions
- Liaise with product providers to ensure all applications are received, completed and attend to outstanding requirements, communicating with relevant adviser
- Correctly record commission and fees and issue invoices where necessary
- Produce Illustrations, valuations, standard report writing, analysis, fact-find, when required
- Managing correspondence and maintaining client files
About You
Skills required:
- Highly effective time management and organisational skills
- Ability to work as part of a team
- Ability to work under pressure
- Good literacy and numeracy skills
- Proficient in use of Microsoft Office
- Excellent communication and interpersonal Skills (verbal and written)
- Articulate with attention to detail
- Ability to work within defined business processes
Qualifications
- Prepared to work towards or have attained RO1
Experience
- Previous experience preferred but not essential
- An interest in financial services.
Benefits
- Group Life Assurance
- Workplace Pension
- Training and Qualifications programme available
- Option to participate in Cycle to Work scheme